Broker Check

Associates

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

William Russell

Former President & Founder

631-348-7800

631-348-0269

First Financial Services was founded in 1986 as a professional planning organization designed to objectively coordinate a client's financial affairs."As an independent firm our goal is to provide you with the best investment solutions...

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Patricia Cocozza

OSJ/Financial Advisor

631-348-7800

631-348-0269

PCocozza@osaicwealth.com

Since joining First Financial Services in August, 1988, Patty has been and continues to be an integral part of the firm’s operations. As the OSJ, Patty oversees the firm’s procedures to ensure that all associates are in...
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Peter Costa

Licensed Sales Associate

631-348-7800

631-348-0269

PCosta@osaicwealth.com

Donald Donnelly

Registered Representative

631-348-7800

631-348-0269

DDonnelly@osaicwealth.com

James Webster

Registered Representative

631-348-7800

631-348-0269

JWebster@osaicwealth.com

Laurie Maxwell

Receptionist/Admin Assistant